

Defense & Aerospace Daily Podcast [Feb 05, 24] Byron Callan’s Week Ahead
Feb 5, 2024
Byron Callan of Capital Alpha Partners discusses appropriations, budget and supplemental outlook, analysis of Boeing's earnings report and defense business, US arms exports, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian. The podcast also explores recent military strikes, defense spending, operating margins, inflation impact on contracts, updates and challenges for Boeing's defense business segment, and concerns about Boeing as a national strategic asset.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Recent Military Strikes and Defense Spending
01:59 • 10min
Analysis of Operating Margins and Inflation Impact on Contracts
11:30 • 2min
Updates and Challenges for Boeing's Defense Business Segment
13:38 • 5min
Boeing's Role as a Strategic Asset and Implications for Defense
18:27 • 11min